Edelweiss Gold and Silver ETF FoF - Direct Plan

AMC: EDELWEISS Moderate Risk

📊 Quick Summary Of This Page

Edelweiss Gold and Silver ETF FoF - Direct Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹100
Minimum SIP
0.17%
Expense Ratio
Mr. Bhavesh Jain
Fund Manager
Growth
Plan Type
24 Aug 2022
Launch Date
0.1%
If the units are redeemed/switched out on or before 15 days from date of allotment: 0.10% If the units are redeemed/switched out on after 15 days from the date of allotment: Nil.
Exit Load
NAV Momentum
Fund Analysis

Edelweiss Gold and Silver ETF FoF - Direct Plan does not yet have a 5-year performance history.

The average return for funds is 61.66% .

The largest portfolio holding is EDELWEISS GOLD ETF with a portfolio weight of 50.12% .

Holdings Insights

The fund currently owns more than 5 stocks.

The top 10 holdings account for 100.00% of total assets.

Based on portfolio allocation, this fund appears highly concentrated compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 101.04% 2.52%
2 Year Return 180.47% 14.81%
3 Year Return N/A 41.29%
4 Year Return N/A 54.54%
5 Year Return N/A 61.66%
6 Year Return N/A 80.31%
7 Year Return N/A 90.53%
Expense Ratio 0.17% -
NAV History
Fund Information

AMC: EDELWEISS

Category:

Launch Date: 24 Aug 2022

Fund Manager: Mr. Bhavesh Jain

Minimum Purchase: ₹100

Exit Load: If the units are redeemed/switched out on or before 15 days from date of allotment: 0.10% If the units are redeemed/switched out on after 15 days from the date of allotment: Nil.

Lock-in: 1

Risk: Moderate Risk

About This Fund

Edelweiss Gold and Silver ETF FoF - Direct Plan is managed by EDELWEISS .

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Edelweiss Gold and Silver ETF FoF - Direct Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Edelweiss Gold and Silver ETF FoF - Direct Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Edelweiss Gold and Silver ETF FoF - Direct Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Edelweiss Gold and Silver ETF FoF - Direct Plan, based on the latest portfolio data.

Edelweiss Gold and Silver ETF FoF - Direct Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Edelweiss Gold and Silver ETF FoF - Direct Plan is , which represents the annual cost charged for managing the fund.

Edelweiss Gold and Silver ETF FoF - Direct Plan manages assets worth approximately , representing the total investor capital under management.

Edelweiss Gold and Silver ETF FoF - Direct Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

Edelweiss Gold and Silver ETF FoF - Direct Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Edelweiss Gold and Silver ETF FoF - Direct Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Edelweiss Gold and Silver ETF FoF - Direct Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Edelweiss Gold and Silver ETF FoF - Direct Plan and making investment decisions.

Yes, Edelweiss Gold and Silver ETF FoF - Direct Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Edelweiss Gold and Silver ETF FoF - Direct Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Edelweiss Gold and Silver ETF FoF - Direct Plan to estimate returns and wealth creation over different time periods.